Take control of your family’s life and finances effortlessly with our Premium Family Budget Planner for Google Sheets!
TABS:
1. Guide-Read Me
2. Currency
3. Bank Accounts
4. Annual Dashboard
5. Annual Total
6. Improve My Budget
7. Income / Expenses Distribution
8. Calendar
9. Sinking Fund
10.Debt Calculator
11.Net Worth
12.Investment Forecast
13.Money Challenges
FEATURES:
Currency Setting: Change the default currency using a dropdown menu to apply it throughout the template.
Account Details Entry: Input details for checking and savings accounts, such as account name, type, and starting balance, with total deposits and withdrawals automatically filled in from monthly tabs.
Annual Dashboard: Get an automated overview of your annual finances with visually appealing charts—no manual changes needed.
Annual Totals: View your total financial summary for the year, fully automated for ease of tracking.
Monthly Dashboard: Track your finances month-by-month with 12 tabs designed for easy management of your monthly budget.
Transactions Tracker: Log all transactions, including income, expenses, bills, savings, subscriptions, and debt payments, with automatic totals.
Budget Planning: Enter expected income and budget for expenses, savings, and other categories, with automatic updates in the Monthly Budget Summary.
Bills & Subscriptions Management: Pre-filled due dates for bills and subscriptions from the setup tab for streamlined tracking.
Visual Summary and Charts: Interactive charts and graphs show your budget breakdown, spending, and actual vs. planned expenses, updated automatically with every transaction.
Need, Want, Savings, and Debt Categorization: Auto-filled from monthly tabs, allowing you to label expenses under need, want, or savings/debts.
Goal and Real Budget Breakdown: Adjust your budget goals by comparing the percentages of your needs, wants, and savings/debts to your actual expenses.
Income/Expenses Distribution: Allocate income and expenses to family members, helping you track individual contributions.
Automatic Calendar: An interactive calendar that tracks bills and debt payments, with customizable months and starting days (Sunday or Monday).
Sinking Funds Summary: Automatically generated summary of your savings goals, starting balance, and remaining amounts to save based on monthly inputs.
Visual Summary for Sinking Funds: Interactive charts to visualize your sinking funds progress, including a pie chart for savings distribution.
Contributions Tracker: Track your total YTD contributions and savings withdrawals with synchronized updates across all transaction trackers.
Debt Payment Dashboard: A comprehensive dashboard for tracking up to 20 debts, with customizable start dates and multiple repayment strategies (Snowball, Avalanche, Minimum Payment).
Debt Payment Strategy: Three repayment strategies to suit different needs: Snowball (paying smaller debts first), Avalanche (paying high-interest debts first), and Minimum Payment.
Debt Overview & Payment Schedule: Auto-generated and sorted schedule for paying off debts with updated balances and payment checkboxes.
Extra Payments and Multiple Transactions: Track multiple payments per month and handle extra payments beyond the minimum, with automatic updates to the debt repayment plan.
Net Worth Tracker: Monitor your assets (such as bank accounts, investments, and properties) and liabilities to set and track year-end net worth goals.
Net Worth Overview: Visualize your progress with graphs and charts that break down your asset allocation and overall net worth.
Investment Setup: Input investment details and desired investment duration, with automated calculations and visual overviews of your investment performance.
Investment Automatic Calculations: Automated dashboard that calculates and displays essential financial metrics based on your inputs.
Financial Challenges Tracker: Use a Money Challenge tool to set and track budgeting, saving, and spending goals for better money management and improved financial habits.
★ What you need:
You can easily access this spreadsheet with a free Google account. If you already have for example a Gmail account, you can use the same login details to access this spreadsheet.
📝PLEASE NOTE
* Digital download: This listing is an instant DIGITAL DOWNLOAD ONLY. No physical product will be shipped. You will receive a PDF file with a link that will take you to your spreadsheet.
